Social Security & Market Volatility

Are you prepared to navigate uncertainty in your retirement?

Designed to Protect Your Retirement

Imagine this: you’ve spent a lifetime saving for retirement, counting on Social Security, and dreaming of financial peace. But with market volatility, inflation, and complex tax laws, your hard-earned savings could be at risk. Many are unaware of strategies that may help maximize benefits and reduce taxes on retirement income.

This isn’t just about finances; it’s about aiming to secure your future and enjoying the retirement you’ve envisioned. It’s about confidence in your retirement plan.

Don’t wait until uncertainty impacts your peace. Join us for a free workshop that will equip you with the knowledge to make informed decisions about your Social Security benefits, tax strategies, and navigating market volatility. Take control of your future today—are you ready to take the first step?

What is Covered?

– Timing your Social Security claims to potentially maximize benefits

– Strategies aimed at reducing taxes on retirement income

– Navigating market volatility and inflation in your retirement plan

– Techniques to structure savings for a retirement that lasts

– Uncovering common misconceptions about retirement planning

– Methods to create a tax-efficient income stream in retirement

– Investment approaches that may enhance returns in uncertain markets

– Tools to help you work towards financial confidence in retirement

Guest Presenter:

Ted Thatcher

Ted Thatcher is the president of Bright Lake Wealth Management and leads the Medford, Oregon, and Redding, California, chapters of the American Financial Education Alliance (AFEA). His passion for financial advising is rooted in his love for his family—his wife Kassandra and their children, Ethan, Lincoln, and Olivia. Ted aims to ensure everyone he meets has a written retirement plan, focusing on those approaching retirement and those already retired. He believes confidence in retirement comes from a solid strategy, which he calls Bright Lake Wealth Blueprint. Ted fosters a welcoming, service-oriented atmosphere inspired by the supportive community of his Midwest upbringing.

REGISTER:

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Social Security, Taxes and Market Volatility

October 24, 2024 @ 6:00 pm - 8:00 pm

Free

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and strategies that may position yourself for better returns with the current market volatility and inflation.

It is important to understand how to harvest your investments and collect retirement income in the most tax efficient manner because you may potentially save thousands of dollars.

Attend This Workshop and Learn:

➢ When to claim your social security benefits to receive the highest income

➢ Financial strategies that could increase your retirement income and last a lifetime

➢ How to deal with the current market volatility and inflation

➢ Ways to potentially structure your retirement savings so you may worry less about running out of money

➢ Common misconceptions about retirement planning

➢ Tools and methods available to retirees to help develop a retirement tax strategy

Details

Date:: October 24, 2024
Time:: 6:00 pm - 8:00 pm
Cost:: Free

Organiser

: Ted Thatcher
Email: support@brightlakewealth.com

Venue

: Simpson University
: 2211 College View Drive
Redding, CA 96003 United States + Google Map
Phone: (530) 224-5600
: View Venue Website

Disclosure

This website Bright Lake Wealth Management (this “Website”) is owned and operated by Bright Lake Wealth Management. Bright Lake Wealth Management offers investment advisory services and is registered with the state. Registration does not constitute an endorsement of the advisory firm by the state nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Bright Lake Wealth Management as of the date hereof, which are subject to change without notice at any time. Bright Lake Wealth Management does not represent that any opinion or projection will be realized. Bright Lake Wealth Management, nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.